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Current Employers
The Wealth Consulting Group

8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2023-07-14
  • OK RA
    APPROVED
    Since 2023-07-14

Branch Locations

208 E. 4Th Street, Bartlesville, OK 74003 • United States

8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Conocophillips Bartlesville OK 06/2008 03/2017
Phillips 66 Bartlesville OK 03/2017 Present
V Wealth Advisors Llc Bartlesville OK 03/2023 12/2023
Wcg Wealth Advisors, Llc Bartlesville OK 07/2023 Present
  • 06/2008 → 03/2017
    Conocophillips
    Bartlesville, OK
  • 03/2017 → Present
    Phillips 66
    Bartlesville, OK
  • 03/2023 → 12/2023
    V Wealth Advisors Llc
    Bartlesville, OK
  • 07/2023 → Present
    Wcg Wealth Advisors, Llc
    Bartlesville, OK
Previous Registrations
  • 2023-03-23 → 2023-12-31
    V Wealth Advisors Llc
    Bartlesville, OK
Other Businesses

1. 7/14/2023 - WCG Wealth Advisors, LLC - DBA: Impact Wealth Planners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/14/2023 - 160 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in July 2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. 2. 7/14/2023: Bartlesville Sports Commission - Non-Investment Related - 302 S Osage, Bartlesville, OK, 74003 - Community Sports - Board Member - Started 01/01/2022 - Approx. 5hrs a month/0 during trading hours - Fundraising, administrative 3. 7/14/2023: Bartlesville Community Center Trust Authority - Non-Investment Related - 300 SE Adams Blvd., Bartlesville, OK, 74003 - Performing Arts - Board Member - Started 02/01/2022 - Approx. 5hrs a month/0 during trading hours - Fundraising, administrative work

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-23
  • S65 Uniform Investment Adviser Law Examination
    2021-08-23
Designations

View on SEC IAPD

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